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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,889 | $142,361-30.5% | $119,608-17.3% | $134,509-26.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -12.74% | -12.46%-0.3pp | -14.98%+2.2pp | 418.13%-430.9pp |
| Employer contribution / active EE | $3,367 | $5,224-35.6% | $4,232-20.5% | $4,741-29.0% |
| Participant deferral / active EE | $8,498 | $6,468+31.4% | $5,601+51.7% | $6,400+32.8% |
| Admin fee / account holder | $6,665 | $13,588-51.0% | $10,326-35.5% | $11,427-41.7% |